Jonathan E. Messimer
Professional summary
Jonathan Edward Messimer, who also goes by Jonathan Messimer, is a registered financial advisor currently at DYNASTY FAMILY OFFICE located in Lewistown, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Edward Messimer's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2026 - Present
DYNASTY FAMILY OFFICE
February 17, 2017 - June 28, 2017
EDWARD JONES
November 28, 2016 - June 28, 2017
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2026)
Exams
Current Firm
DYNASTY FAMILY OFFICE
CRD#: 288431 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 21,328,217 |
Red Flags
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